Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 562 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
319
shares
|
$28,266
0.0% of portfolio
|
Q2 2024
Reduced 25.12%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
310
shares
|
$27,469
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
306
shares
|
$27,114
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
301
shares
|
$26,671
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
297
shares
|
$26,317
0.01% of portfolio
|
Q4 2024
Added 55.5%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
275
shares
|
$24,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
255
shares
|
$22,595
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
245
shares
|
$21,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
235
shares
|
$20,823
0.0% of portfolio
|
Q3 2024
Reduced 73.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
202
shares
|
$17,899
0.0% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$17,722
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
200
shares
|
$17,722
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
200
shares
|
$17,722
0.02% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$17,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
189
shares
|
$16,747
0.01% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
175
shares
|
$15,506
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162
shares
|
$14,354
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
153
shares
|
$13,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
141
shares
|
$12,494
0.0% of portfolio
|
Q1 2023
Reduced 75.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
107
shares
|
$9,481
0.0% of portfolio
|
Q4 2024
Reduced 63.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
100
shares
|
$8,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
93
shares
|
$8,240
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
79
shares
|
$7,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
75
shares
|
$6,645
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
75
shares
|
$6,645
0.0% of portfolio
|
Q3 2024
Reduced 83.84%
|